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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
351
IBEX Wealth Advisors
New Jersey
$3.04M -$89.5K -1,158 -3%
CRC
352
Curi RMB Capital
Illinois
$3.03M +$17.3K +224 +0.5%
SAM
353
Securian Asset Management
Minnesota
$3.03M -$36.4K -471 -1%
Commonwealth Equity Services
354
Commonwealth Equity Services
Massachusetts
$2.98M +$141K +1,821 +5%
ECM
355
Element Capital Management
New York
$2.94M -$1.85M -23,916 -37%
TEE
356
Tibra Equities Europe
United Kingdom
$2.92M +$3.08M +39,800 New
BA
357
Bridgewater Associates
Connecticut
$2.91M +$2.81M +36,385 +1,155%
OC
358
Oarsman Capital
Wisconsin
$2.9M -$17.8K -230 -0.6%
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.9M +$197K +2,543 +7%
SCM
360
Shelton Capital Management
Colorado
$2.88M
MCM
361
Mitchell Capital Management
Kansas
$2.87M -$120K -1,553 -4%
CA
362
Cornerstone Advisors
North Carolina
$2.87M
PDN
363
Pensionfund DSM Netherlands
Netherlands
$2.86M
DSC
364
Duncker Streett & Co
Missouri
$2.85M -$263K -3,400 -8%
PWS
365
Peloton Wealth Strategists
Indiana
$2.84M -$100K -1,300 -3%
OSNBOA
366
Old Second National Bank of Aurora
Illinois
$2.76M +$12.6K +163 +0.4%
JCM
367
Jag Capital Management
Missouri
$2.65M -$216K -2,790 -7%
RAM
368
Redmond Asset Management
Virginia
$2.64M -$76.3K -987 -3%
WAM
369
Wealthspire Advisors (Maryland)
Maryland
$2.64M +$31.8K +412 +1%
SSA
370
Schonfeld Strategic Advisors
New York
$2.6M +$2.74M +35,444 New
NIM
371
Nicollet Investment Management
Minnesota
$2.6M +$55.3K +715 +2%
PAG
372
Private Advisor Group
New Jersey
$2.59M +$1.78K +23 +0.1%
ADMI
373
Albert D. Mason Inc
Massachusetts
$2.58M -$102K -1,325 -4%
CI
374
Cigna Investments
Connecticut
$2.56M -$77 -1 -0%
PIA
375
Piedmont Investment Advisors
North Carolina
$2.55M -$465K -6,016 -15%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.